Let us help you grow more than wealth

Vision statement

Our team of diverse financial specialists creates an intelligent yet focused wealth management infrastructure which liberates our clientele to concentrate on their professions, their communities and their families. We structure our day so that each member of our team spends their time doing those things for which they have the talent and passion and which serves our clientele at the highest level. Our talents are best utilized by individuals who will believe in the long-term benefits of wealth management planning and will benefit from having a comprehensive wealth management infrastructure in place.

Mission statement

We are devoted to providing a financial foundation based on deep relationships, mutual respect and open communication. It is our mission to guide our clients — institutions and individuals — to an increased level of confidence by helping them craft a strategy to weather all financial seasons. We approach our business as we approach our lives, with integrity, patience, trust, and a strong sense of family.

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Become a client  

If you are not already a valued client, we invite you to experience the skill and dedication of, The Chevy Chase Group, a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.  Contact us today to learn more.

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Bulletin Board

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Latest Insights

Photographer with long lens

Long bonds for the long-term investor

Sep 28, 2023 | Atul Bhatia, CFA

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

Read more
Man and woman around a table signing papers

Five strategies for taking your required minimum distributions

Sep 28, 2023 | RBC Wealth Management

Here are five strategies to help high-net-worth individuals navigate required minimum distributions and protect their financial legacy.

Read more